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ICA Group Wealth Management’s Truist Financial TFC Stock Holding History

ICA Group Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,308
Closed -$246K – 1273
2024
Q1 		$246K Buy
6,308
+4
+0.1% +$146 0.05% 247
2023
Q4 		$233K Buy
+6,304
New +$198K 0.05% 233
2023
Q3 		– Sell
-6,127
Closed -$186K – 1120
2023
Q2 		$186K Sell
6,127
-394
-6% -$12.2K 0.05% 237
2023
Q1 		$222K Sell
6,521
-1,030
-14% -$45K 0.05% 224
2022
Q4 		$325K Sell
7,551
-49
-0.6% -$2.15K 0.08% 199
2022
Q3 		$331K Buy
7,600
+47
+0.6% +$2.26K 0.07% 248
2022
Q2 		$382K Buy
7,553
+147
+2% +$7.25K 0.07% 238
2022
Q1 		$367K Buy
+7,406
New +$457K 0.07% 235

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ICA Group Wealth Management's TFC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 6,308 shares — an estimated $246K sold.

ICA Group Wealth Management first reported a position in TFC in Q1 2022 and held it in 8 quarters. The position peaked at $382K in Q2 2022. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 6,308 Truist Financial shares in Q2 2024, an estimated $246K.
  • ICA Group Wealth Management first reported a position in Truist Financial in Q1 2022 and held it in 8 quarters.
  • ICA Group Wealth Management's Truist Financial position peaked at $382K in Q2 2022.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.